Responsible for all finance and accounting functions, including strategic planning, budgeting, dynamic forecasting, operational/financial analysis and reporting, treasury, tax, working capital and cash flow management. Also managed HR, IT, Digital Sales, ATS/CRM implementation, and legal affairs.• Significantly upgraded budgeting, forecasting, and strategic planning processes• Migrated corporate banking and negotiated new $3 million credit line• Redesigned compensation incentives for Business Development and Recruiting teams• Managed investment portfolio and established phantom equity plan as a long-term incentive for employees• Secured $4.9 million in Covid-19 emergency funding (PPP, EIDL, ERTC)• Core member of the senior leadership team with revenue growth from $6 to $20 million• Provided financial due diligence and cap table management through Series A raise of CEO’s technology spin-off

Drove entire ERP implementation process, from software evaluation and selection through vendor contracts, business process reviews, system configuration, interface development, user training, data transfer, and launch. Improved business processes for Production, Wholesale, Ecommerce, Accounting, Operations and Merchandising.

Directed a team of ten, managing e-commerce receiving, production, fulfillment, studio samples, and inventory. Evaluated and recommended new systems and processes, and troubleshot technical integration issues. Identified drivers of budget variance for operations and fulfillment costs. Supervised changes to inventory allocation methodology, reducing late shipments and order cancellations while decreasing shipments per order and reducing shipping costs. Minimized inventory discrepancies between systems by automating adjustments and adapting receiving and fulfillment processes.

Greatly enhanced the reporting capabilities for this rapidly-growing legal services firm. Designed and built consolidated financial reports, companywide budget models, and forecasting tools. Developed monthly flash reports and dashboards for senior management. Analyzed monthly variances, identifying drivers and cross-functional growth opportunities. Increased the efficiency and stability of financial operations by migrating accounting to Great Plains. Significantly improved communication between finance and other departments.

Point person at the worldwide headquarters of Blue Man Group for all finance inquiries from all North American productions. Prepared and presented quarterly variance reports to senior management. Reviewed weekly sales reports and GL entries; performed weekly P&L and balance sheet analysis. Improved intercompany processes between U.S. and European offices.

Managed sales, customer service, and staffing at world-class performing arts facility. Hired, trained and supervised box office staff of twelve. Handled donor requests, patron disputes, bank deposits, and sales reconciliations.

Founder and principal business leader for professional vocal group. Implemented employee policies, compensation, and benefits plan. Managed all company finances and accounting. Negotiated and approved performance contracts. Oversaw all aspects of shows, including tour operations, public relations, and customer satisfaction.